Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 16.28%
2 KBWP 7.75%
3 SSPX 5.22%
4 AIEQ 5.07%
5 GBDV 4.84%
6 WBIL 4.73%
7 UTRN 4.05%
8 BIBL 3.89%
9 SXQG 3.49%
10 BOUT 3.21%
11 USCF 3.20%
12 FCUS 3.01%
13 INNO 2.82%
14 NEWZ 2.75%
15 SGLC 2.64%
16 JGLO 2.49%
17 IYF 2.47%
18 WLTG 2.24%
19 MBOX 2.23%
20 ASPY 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.82M (9.05%) 598.53K
Increased by +1.13%
Sep 30, 24
2 BlackRock Inc 48.46M (8.31%) 202.45K
Increased by +0.42%
Jun 30, 24
3 State Street Corp 24.68M (4.23%) 315.41K
Increased by +1.28%
Sep 30, 24
4 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 Bank of America Corp 16.98M (2.91%) -191.94K
Decreased by -1.13%
Jun 30, 24
6 Geode Capital Management, LLC 14.43M (2.47%) 1.68M
Increased by +11.66%
Sep 30, 24
7 Massachusetts Financial Services Company 14.11M (2.42%) -334.70K
Decreased by -2.37%
Sep 30, 24
8 JPMorgan Chase & Co 13.42M (2.30%) -119.26K
Decreased by -0.89%
Sep 30, 24
9 FMR Inc 10.52M (1.80%) 170.62K
Increased by +1.62%
Sep 30, 24
10 Wellington Management Company LLP 9.72M (1.67%) -980.07K
Decreased by -10.09%
Sep 30, 24
11 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 9.06M (1.55%) -8.03M
Decreased by -88.68%
Sep 30, 24
13 NORGES BANK 7.55M (1.29%) 780.89K
Increased by +10.34%
Jun 30, 24
14 AllianceBernstein L.P. 7.50M (1.29%) -884.87K
Decreased by -11.80%
Sep 30, 24
15 HHG PLC 7.17M (1.23%) -667.26K
Decreased by -9.30%
Sep 30, 24
16 Capital World Investors 6.73M (1.15%) -60.19K
Decreased by -0.89%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 6.71M (1.15%) 288.52K
Increased by +4.30%
Sep 30, 24
18 Viking Global Investors LP 5.86M (1.00%) 4.72M
Increased by +80.47%
Dec 31, 23
19 Brown Advisory Holdings Inc 5.80M (0.99%) 43.50K
Increased by +0.75%
Sep 30, 24
20 Nuveen Asset Management, LLC 5.57M (0.95%) 44.90K
Increased by +0.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.48M (3.17%) -66.00K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 15.52M (2.66%) 181.88K
Increased by +1.17%
Oct 31, 24
3 MFS Large Cap Value Equity 9.46M (1.62%) -209.24K
Decreased by -2.21%
Sep 30, 24
4 MFS Value A 9.40M (1.61%) -62.84K
Decreased by -0.67%
Oct 31, 24
5 Fidelity 500 Index 7.20M (1.23%) -16.06K
Decreased by -0.22%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 7.19M (1.23%) -40.02K
Decreased by -0.56%
Nov 27, 24
7 SPDR® S&P 500 ETF Trust 6.92M (1.19%) 15.66K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.61M (1.13%) 20.47K
Increased by +0.31%
Nov 27, 24
10 American Funds Growth Fund of Amer A 6.45M (1.11%) 1.48M
Increased by +22.93%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 6.45M (1.11%) 1.48M
Increased by +22.93%
Sep 30, 24
12 Vanguard Wellington™ Inv 5.72M (0.98%) -620.37K
Decreased by -10.85%
Sep 30, 24
13 Vanguard Value Index Inv 4.97M (0.85%) 15.25K
Increased by +0.31%
Oct 31, 24
14 The Financial Select Sector SPDR® ETF 4.36M (0.75%) 3.59K
Increased by +0.08%
Nov 27, 24
15 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Institutional Index I 3.72M (0.64%) -1.49K
Decreased by -0.04%
Oct 31, 24
17 Fidelity Contrafund 3.09M (0.53%) 9.70K
Increased by +0.31%
Sep 30, 24
18 Fidelity® Contrafund® 2.93M (0.50%) 68.10K
Increased by +2.32%
Nov 30, 23
19 T. Rowe Price US Value Equity Composite 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23
20 T. Rowe Price Value 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23